Transformational Philanthropy: Cam Thornton on Benefits to Clients and Advisors
Adopting Your Legacy Foundation's approach to wealthy families and philanthropy provides benefits to clients, their families and advisors. Cam Thornton explains "transformational philanthropy."
A Novel Approach
Never heard of heritage planning? You will, if advisor Cam Thornton has his way.
Join the Conversation During Heritage Planning Month
During May—Heritage Planning Month—there are opportunities for families, individuals, nonprofit organizations and all professional advisors to discover the third element of planning.
The Role of Multigenerational Retreats
As I've educated people to lift the taboo on talking about money, and taught them safe and respectful ways to share thoughts and feelings about...
Accounts That Keep On Giving
More advisors are talking about philanthropy these days, but it's still an open secret that the clients are often the ones who have to get...
Experiencing the Power of Philanthropy
A family retreat can be a great opportunity to initiate clients into the power of philanthropy. Perry Cochell and Rod Zeeb, co-founders of the Heritage...
PASSING IT ON
The only people who are certain that inheriting wealth will solve their problems, I suspect, are those who have never been wealthy. Quite often, a...
Children and Wealth
Last year, Warren Buffett's granddaughter, Nicole Buffett, made a baffling admission. The young woman in the green turtleneck sweater and long silver earrings sat on...
Getting more out of giving back
Here's a brainteaser: What's the point to an advisor recommending a charitable giving maneuver to a client when executing that maneuver ultimately will reduce the...